Scaling New Member Engagement
It is all fine and good to spend 10, 15, or 30 minutes with each new member on the phone when a few members join every week. But what do you do when there are hundreds, even thousands?
In this episode of ‘Ask Amanda,’ Erica asks Amanda:
We have more than 150,000 members. Any advice on how to engage or onboard new members on a large scale?
This is another excellent question! Associations are so varied that one size does not fit all. Sometimes, people ask me, “What does an optimal new member onboarding program look like?” My answer: “That depends.” Research shows that small associations onboard very differently than large ones. Locals are different than globals. Trade and professional have some overlap but still prioritize tactics differently.
So how does new member engagement scale?
Here’s an excerpt from the most recent New Member Engagement Study Report that I conducted with Dynamic Benchmarking:
50% of large associations extend their new member engagement process up to 10-12 months, much longer than their smaller colleagues. These large, 50+ staff associations send a welcome email and a new member-specific monthly email series, use their online community to engage new members, welcome kits and surveys, and tend to rely on their chapters and special interest groups to onboard new members. Large associations most want to try to incorporate videos and new member ambassador programs into their new member onboarding programs.
Okay, so that’s a view of the tactics used, but you still might be wondering, how do we make sure each member gets a warm welcome, feels a sense of community, and finds the resources they uniquely need? How do we help each member feel not like they joined with 1,000 other people but like they are the only ones who joined today? I’m so glad you asked because I’ve been thinking a lot about scale lately!
Email scales, but here’s the thing: it is a tool that has to be employed very carefully. New members decide to keep reading or ignore an association’s emails after they’ve read the first three emails. You read that right—usually, between emails #3 and #4, new members will unconsciously say to themselves something like, “Wow, I’ve got so many emails to read every day. Are emails from this organization worth my time/essential/helpful/make me happy?”
So, we want to make every email count. Ideally, a new member drip campaign at a medium to large-sized association will consist of many short, value-packed, and perhaps fun, happy, sympathetic (pick your adjective here) emails—you can see how the research defines “many” in this article (that has gone mini-viral). A client called her drip campaign “snackable content,” light, fun, but satisfying bits of happiness to add to her member’s workday.
Here’s a pro tip: you can help each new member feel like you are talking to them with something called conversational engagement, which is precisely what PropFuel delivers. You can ask members questions, and they choose answers that deliver them right to what they need. For example, you could ask them, “What do you hope to get from your membership?” Perhaps the selections to choose from are “certification,” “stay current on the latest technology,” or “understand the new government regulations,” etc. Let’s say a member selects “certification.” Propfuel leaps into action, perhaps asking them when they want to get certified and writes the answers back to the AMS so an email follow-up can reach them at just the right time and opens a webpage so they can get a bit more information about certification.
Whether you use PropFuel or not, brevity and tone are key to unignorable emails. Focus on what you want them to know and how you want them to feel as they read your email. You can read more about the big idea behind tone here.
Email is just one scaleable new member onboarding tactic. Tune in next week for more.
